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Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future using a team approach. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Jay Anderson

Jay Anderson

Registered Representative

319.352.2880

Stacie Brass

Stacie Brass, AIF®, CPC

Partner, Managing Director & Chief Compliance Officer

319.352.2880

Josh Budke

Josh Budke

Partner, President of Benefits & Financial Services

319.365.8611

Scott Durscher

Scott Durscher, RICP®

Partner, Investment Adviser Representative

319.352.2880

Anthony (Tony) Gaiffe

Anthony Gaiffe, CFP®

Investment Adviser Representative

319.365.8611

Ryan D. Hervey

Ryan D. Hervey, JD

Investment Adviser Representative

515.223.1600

Chastity Hemer

Chastity Hemer

Senior Account Manager

319.352.2880

Hanna Kerr

Hanna Kerr

Operations Specialist

319.352.2880

Todd Manternach

Todd Manternach, ChFC®, CLU®

Investment Adviser Representative

319.365.8611

Emily Misener

Emily J. Misener

Director of Operations

319.365.8611

Megan Rushing

Megan Rushing

Account Manager / Paraplanner

515.223.1600

Julie Sawyer

Julie Sawyer

Senior Account Manager

319.352.2880

Marj Simpson

Marj Simpson

Senior Account Manager

319.352.2880

Matthew Temple

Matthew Temple

Investment Adviser Representative

319.352.2880

Michele Wheeler

Michele Wheeler

Investment Adviser Representative

319.352.2880

Jason Willenborg

Jason Willenborg

Investment Adviser Representative

319.365.8611

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.